BLUEPRINT INVESTING LLC
CRD #151422 SEC #801-121378 SAN FRANCISCO, CA 415-963-9815
SEC Registered
Total AUM
$346.6M
Discretionary
$346.6M
Employees
3
Clients
26
Accounts
255
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $346.6M | $346.6M | $0 | 3 | 0 |
| Jun 2025 | $346.6M | $346.6M | $0 | 3 | 0 |
| Jun 2025 | $346.6M | $346.6M | $0 | 3 | 0 |
| Feb 2025 | $346.6M | $346.6M | $0 | 3 | 0 |
| Nov 2024 | $302M | $302M | $0 | 3 | 0 |
| Jul 2024 | $302M | $302M | $0 | 3 | 0 |
| Feb 2024 | $302M | $302M | $0 | 3 | 0 |
| May 2023 | $267.4M | $267.4M | $0 | 2 | 0 |
| Mar 2023 | $267.4M | $267.4M | $0 | 2 | 0 |
| Mar 2022 | $271.7M | $271.7M | $0 | 2 | 0 |
| Oct 2021 | $226M | $226M | $0 | 1 | 0 |
| May 2021 | $226M | $226M | $0 | 1 | 0 |
DateJul 2025
Total AUM$346.6M
Discretionary$346.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$346.6M
Discretionary$346.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2025
Total AUM$346.6M
Discretionary$346.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$346.6M
Discretionary$346.6M
Non-Disc.$0
Employees3
Clients0
DateNov 2024
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$267.4M
Discretionary$267.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$267.4M
Discretionary$267.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$271.7M
Discretionary$271.7M
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$226M
Discretionary$226M
Non-Disc.$0
Employees1
Clients0
DateMay 2021
Total AUM$226M
Discretionary$226M
Non-Disc.$0
Employees1
Clients0